SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 941 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,051,283 | +12.2% | 89,849 | +17.8% | 1.71% | -1.5% |
| Q2 2023 | $2,718,467 | +8.1% | 76,254 | +5.6% | 1.73% | +5.0% |
| Q1 2023 | $2,513,885 | +13.8% | 72,238 | +5.3% | 1.65% | +10.2% |
| Q4 2022 | $2,209,000 | +91.6% | 68,595 | +67.3% | 1.50% | +60.1% |
| Q3 2022 | $1,153,000 | +41.0% | 41,003 | +57.7% | 0.94% | +35.9% |
| Q2 2022 | $818,000 | +14.9% | 26,008 | +34.1% | 0.69% | +32.6% |
| Q1 2022 | $712,000 | +36.1% | 19,395 | +44.1% | 0.52% | +34.8% |
| Q4 2021 | $523,000 | – | 13,460 | – | 0.38% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leverty Financial Group, LLC | 932,097 | $29,314,000 | 27.32% |
| Global Strategic Investment Solutions, LLC | 10,494,219 | $330,043,000 | 23.75% |
| TimeScale Financial, Inc. | 2,700,017 | $84,916,000 | 23.28% |
| Guardian Financial Partners, LLC | 479,538 | $15,081,000 | 16.90% |
| Matrix Trust Co | 1,878,398 | $59,076,000 | 16.31% |
| ACT WEALTH MANAGEMENT, LLC | 703,096 | $22,112,000 | 14.46% |
| Evergreen Advisors, LLC | 1,008,388 | $31,714,000 | 12.77% |
| REGENTATLANTIC CAPITAL LLC | 11,021,090 | $346,613,000 | 11.42% |
| Riverpoint Wealth Management Holdings, LLC | 896,934 | $28,209,000 | 11.36% |
| Flower City Capital | 360,691 | $11,344,000 | 11.03% |